+428.1%
WMT vs UUUU
+465.5%
-37.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +1.5% |
| 7D | 0.0% | -10.5% | +10.5% | +0.4% |
| 30D | -7.4% | -10.5% | +3.1% | -7.1% |
| 3M | -10.9% | -14.1% | +3.3% | -10.6% |
| 6M | -12.7% | -35.5% | +22.8% | -11.8% |
| YTD | -3.2% | -10.9% | +7.7% | -4.0% |
| 1Y | +5.3% | +3.4% | +1.9% | +3.1% |
| 3Y | +101.9% | +73.1% | +28.7% | +89.3% |
| 5Y | +134.6% | +87.1% | +47.4% | +114.0% |
| All | +428.1% | +465.5% | -37.4% | +321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling